KMS Financial Services’s Madrona Domestic ETF FWDD Stock Holding History

KMS Financial Services’s Portfolio FWDD Stock Details FWDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-6,357	Closed	-$220K	–	567
2013 Q3	$220K	Buy	+6,357	New	+$218K	0.05%	373

Other funds holding FWDD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMS Financial Services's FWDD Position: Q4 2013 in Review

KMS Financial Services sold out of Madrona Domestic ETF (FWDD) in Q4 2013, closing a stake of 6,357 shares — an estimated $220K sold.

KMS Financial Services first reported a position in FWDD in Q3 2013 and held it in 1 quarter. The position peaked at $220K in Q3 2013. 1 fund tracked by Wall St. Rank holds FWDD as of Q4 2013.

KMS Financial Services reported no remaining Madrona Domestic ETF position as of Q4 2013 after selling out during the quarter.
KMS Financial Services sold 6,357 Madrona Domestic ETF shares in Q4 2013, an estimated $220K.
KMS Financial Services first reported a position in Madrona Domestic ETF in Q3 2013 and held it in 1 quarter.
KMS Financial Services's Madrona Domestic ETF position peaked at $220K in Q3 2013.
1 fund tracked by Wall St. Rank held Madrona Domestic ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.